AUMdb

Easter Seals New Jersey Tax Sheltered Annuity Plan

Sponsored by Easter Seals New Jersey, Inc. · EIN 221508591 · Plan #002

Total assets
$24.1M
Net assets
$24.1M
Active participants
1,876
With balances
1,893

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Lincoln National Corporation Recordkeeping, Participant loan processing, Direct payment from the plan $99,858
The Benefit Practice Direct payment from the plan, Other fees $62,495
Alphagraphics Of Mountainside Participant communication, Direct payment from the plan $19,200
Cliftonlarsonallen Llp Accounting, Direct payment from the plan $18,900